Rewards Program 

Adding Points for In-Store Purchase – SOP

Purpose: How to add points for qualifying in-store purchases. The action must be noted on the Customer’s Account profile in Shopify for our records.

Distribution:

• CSOPS
• Escalations Team

Requirements: 

• Access to Annex Cloud US/CA https://admin.socialannex.com/user/login
• Access to Annex Cloud UK/EU https://admineu.socialannex.com/user/login
• Access to Annex Cloud AU     https://adminap.socialannex.com/user/login
• Access to Shopify  https://morphe-inc.myshopify.com/admin

• Proof of In-Store Purchase (Receipt)

Time Per Action: 5 Minutes 

1. Log in to Annex Cloud
2. Locate the Member Report

3. Enter the customer's email address, and search.

4. Click email to access the member profile, locate Recent Activities and confirm if points are missing from the in-store purchase based on the receipt date.

 5. If the points are missing make sure the Status is Active and Opt-in Status is YES so you can add the points 

6. Go to Manual Spend Report to add points, click on Adjust Spend

7. Fill out the following

User ID – Customer email address

Order ID –ACMAN - followed by transaction number on receipt - example (ACMAN64333) 

Action – Manual Spend Adjustment

Adjust Spend amount – enter dollar spent for purchase example $67.43 ( add 67 points ) points will adjust based on the tier after you hit save.

Reason – Leave as is

Other – Purchase Date - Store Location 

8. Go back to the member report and confirm the points have been added.

9. Go back to the customer’s profile account in Shopify and add a note in the timeline section of their profile for our records.  

Include the following:

Ticket link:

Manually added points for in-store purchase 

Purchase Date - 

Points added -